SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,686,041 | -3.5% | 79,095 | +1.4% | 2.29% | -0.4% |
| Q2 2023 | $2,782,100 | +2.4% | 78,040 | +0.9% | 2.30% | -5.1% |
| Q1 2023 | $2,716,024 | +0.5% | 77,336 | +0.7% | 2.43% | -0.2% |
| Q4 2022 | $2,701,280 | +25.1% | 76,785 | +0.8% | 2.43% | +5.9% |
| Q3 2022 | $2,160,000 | -3.4% | 76,154 | +5.0% | 2.30% | -1.1% |
| Q2 2022 | $2,235,000 | +4.1% | 72,531 | +21.3% | 2.32% | +18.7% |
| Q1 2022 | $2,147,000 | -4.7% | 59,815 | -0.3% | 1.96% | -5.8% |
| Q4 2021 | $2,253,000 | – | 60,012 | – | 2.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 1,261,994 | $42,857,312 | 18.92% |
| Leverty Financial Group, LLC | 763,759 | $25,940,193 | 18.83% |
| Matrix Trust Co | 1,973,036 | $67,004 | 17.49% |
| ACT WEALTH MANAGEMENT, LLC | 743,643 | $25,254,102 | 16.95% |
| WEALTH MANAGEMENT RESOURCES, INC. | 89,052 | $30,124,236 | 14.56% |
| Evergreen Advisors, LLC | 1,118,458 | $37,982,826 | 13.70% |
| Koesten, Hirschmann & Crabtree, INC. | 504,969 | $17,148,753 | 13.44% |
| Paradigm, Strategies in Wealth Management, LLC | 577,474 | $19,611,004 | 12.50% |
| Riverpoint Wealth Management Holdings, LLC | 1,046,418 | $35,536,345 | 11.72% |
| Benchmark Financial Wealth Advisors, LLC | 728,327 | $24,733,975 | 11.62% |